Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Requirements
- 3-5 years’ relevant experience in the financial services industry, particularly understanding of lower income market products and client needs
- 2 years’ experience in the management of complex projects in the financial services industry
- Excellent presentation and negotiation skill
Skills
- Influencing and persuasion skills
- Relationship building and networking
- Interpersonal skills
- Presentation skills
- Communication skills
Duties & Responsibilities
INTERNAL PROCESS
- Ensure the effective Relationship Management of existing contractual relationships
- Implement the effective nurturing, retaining and leveraging of existing contracts in order to drive sales penetration
- Implement the market access strategy for existing and new markets for both face-to-face and digital channels in line with the operating model
- Conduct analyses of existing key accounts (unions etc.) at a national and provincial level and then make recommendations on the strategic or tactical direction going forward and then implement in collaboration with the Channel sales staff
- Manage existing key relationships and key stakeholders and ensure that these are retained and maximized
- Provide inputs to the prioritisation of potential new worksites in the context of the regional strategy
- Oversee the development and execution of marketing plans and activation events to launch and entrench our presence in existing markets
- Oversee and/or provide inputs to a sponsorship/activation approach for existing markets
- Provide regular report on performance of key accounts to the relevant stakeholders
- Measure and report on the success of events and the ROI of money spent in a particular market
- Involve channel representatives in the negotiations, ensure that relationships are then handed over to the right people and at the right time
- Drive a client centric environment that focuses on best practice service delivery
Competencies
- Developing Expertise
- Articulating Information
- Developing Strategies
- Seizing Opportunities
- Interacting with People
- Pursuing Goals
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Requirements
- Grade 12
- IT Related Diploma or Degree advantages
- Minimum 1 year IBMi (AS400) Operational experience
Understanding of the following will be an advantage:
- (CL) Control Language
- BRMS
- Full System FlashCopy
- Mimix
- Microsoft office suite
Duties & Responsibilities
Client and Stake holder Engagement
- Maintaining operations by monitoring the performance of Infrastructure and Services for errors and stoppage messages. Observing peripheral equipment and entering commands to correct errors, ensuring that service quality is adhered to.
- Escalate & log all incidents & maintain detailed reports.
- Meet agreed timelines.
- Identify any business risk, fault with systems or services and escalate accordingly.
- Maintains unit performance by cross training Operators.
- In event of system failures provide first line support.
- Update the shift report with all major and outstanding issues.
- Following Shift Schedule and Standby Roster.
- Be available after hours and weekends when on standby for Support or Monthly Production Runs.
Batch-run Process Management
- Operate systems and deploy according to Policies and Procedures.
- Report all errors encountered and maintain detailed incident reports on JIRA.
- Investigate, diagnose, and take prescribed actions on all system failures.
- Monitor for proper operations and performance and to ensure that service quality is delivered.
Backup Process Management
- Understanding of Full System FlashCopy and BRMS using backup Toolkit
- Understanding of Virtual Tape Library and FalconStor
- Start and Monitor Daily Backups per Policies and Procedures and Schedules.
- Log, Escalate, Investigate and Restart failures.
- Maintain and Prepare sufficient BRMS Backup tapes.
- Liaise with 3rd party (Metrofile) to deliver and secure backup media onsite within the timeframe of the requesting I&O team member.
- Perform regular Test Data Refresh on IBMi Dev & DR systems.
Data Center environment Stability
- Dashboards Monitoring, Escalation & Following Facilities Why of Work.
- Follow DC Policy and Procedures.
- Do routine DC inspection to confirm UPS; & Aircon systems are operational & functioning, thus proactively minimizing outages/downtime.
- Identify risks to the company and direct/escalate accordingly. Investigate, diagnose, and take prescribed actions on all operational events, alarms, and incidents.
Competencies
- Action and results orientation
- Innovation
- Leveraging Technology
- Numeracy
- Reading and Comprehension
- Relationship Building
- Working in teams
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Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
- CFP® is an advantage.
Experience:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- Experience in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- Knowledge of financial services industry and insurance products (desired)
Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
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Requirements
- Post graduate degree within accounting, investments, economics or similar.
- A Chartered accountant South Africa (CA(SA)) or Certified Chartered Financial Analyst (CFA) (preferred).
- At least 10 years’ experience in the financial services sector with specialisation in fixed income or credit investments.
- Investment analysis and management.
- Stakeholder management, analytical, influencing skills.
Duties & Responsibilities
Manage and execute the asset origination function for MMH (Internal Process):
- Manage and give direction to BSM asset origination function to ensure optimal utilisation of resources and enable a high-performance culture within the asset origination function and BSM as a division.
- Construction and implementation of optimal yield-enhancing credit portfolio with the origination of listed and unlisted credit assets on behalf of the BSM LDI portfolios that optimises the utilisation of the MMH’s credit investment risk appetite and the return on capital.
- Develop an investment strategy and philosophy for the asset origination function within BSM whilst ensuring that other business within the group can leverage from the asset origination functions capabilities.
- Identify and source investment opportunities for the relevant portfolio in order to enhance and optimise shareholder and policyholder value, through origination of credit assets.
- Effectively negotiate deals with senior people at the banks or corporates (CFO’ and Treasurers) and ensure that the deals are structured optimally to meet internal mandate requirements.
- Take ownership of the entire asset origination process from inception to conclusion within the group credit risk framework.
- Review legal documentation associated with the deals and their structure and ensures deals are commercially viable through a rigorous risk framework.
- Monitor assets originated for covenant breaches to minimise the risk of defaults and financial losses. Manage and negotiate deal restructures, work-outs and exits. Monitor on an ongoing basis each credit asset to ensure that appropriate action is taken on a timely basis, should the credit quality deteriorate at any point with the potential to result in investment underperformance.
- Develop and maintain productive working relationships with internal and external role players.
- Using ongoing research make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied for internal product development and new business pricing.
- Origination of debt using a range of capital-raising activities across a wide variety of debt financing, including amongst others term debt, property and project finance.
- Collaborate with and consult BSM credit team and LDI portfolio managers to ensure that deals are structured within the risk appetite and provide the required returns for the portfolios.
- Monitor and source deals to ensure MMH maintains or improves its B-BBEE scorecard in respect of the Empowerment Finance components of the FSC B-BBEE codes.
- Regular engagement with internal stakeholders (BSM LDI portfolio management, BSM credit, Momentum Corporate and Momentum Investments) to ensure that the asset origination function is delivering on their requirements and needs.
Enable client centricity within area of responsibility (Client Services):
- Provide authoritative, expertise and advice to stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on deliverables agreed with clients, internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve the asset origination value chain by engaging with the head of BSM, portfolio management, credit and legal function.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Effectively lead team (People):
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Contribute to financial controls and planning (Finance):
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Strategic Thinking
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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Requirements
- BCom degree
- At least 3 years experience as a reinsurance accountant
Duties & Responsibilities
- Balance sheet reconciliation implementation and management of all non-life clients reinsurance
- Accounting for month end transactions for proportional reinsurance (cash calls and ad-hock)
- Engaging with the general finance team on movements in the reinsurance financials
- Engaging with the portfolio managers on movements in the reinsurance financials
- Reporting internal and external on financial accounting for reinsurance
- Preparation, reconciliation, and communication of proportional reinsurance accounts to the reinsurance market, clients and internally
- Comprehensive reinsurance claims management for proportional reinsurance
- Credit control on reinsurance client portfolio
- Portfolio support and servicing by working closely with the portfolio manager and other stakeholders
- Identify and resolve problem sources or escalate to relevant level of authority
- Resolution of market enquiries on reinsurance matters
- Preparation and submission of renewal information on client portfolio
- Client reporting and engagement on reinsurance matters monthly for selected client portfolio
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback, and provides exceptional client service within the organisation
- Management of the sub-ledger and reporting process of selected client portfolio
- Client reporting and engagement on reinsurance matters monthly for selected client portfolio
- Banking signatory for finance department
Competencies
- Planning and organising skills.
- Networking skills
- Innovative
- Analytical thinking
- Interpersonal skills
- Excellent verbal and written communication
- Ability to work accurately under pressure and meet deadlines
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Requirements
- Matric qualification or equivalent
- At least 1 year administration and data capturing experience in an insurance environment
- Intermediate Microsoft Excel skills
- Employee Benefits experience will be an advantage
Duties & Responsibilities
- Data capturing in respect documents and correspondence.
- Fair and accurate allocation of workflow to administrators.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Update report (MS Excel) with allocation of new business.
- Redirect emails meant for other areas to the appropriate individual/mailbox.
- Familiarise self with the variousareas within Momentum Corporate in order to gain knowledge of where enquiries should be directed to, if required.
- Ensuring a high level of customer service when liaising with stakeholders.
- Provide support to the front-line team for inbound call overflows & query handling.
- Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practiced and achieved in all duties performed and services provided to all stakeholders.
Competencies
- Attention to detail.
- Time management skills.
- Communication skills.
- Planning skills.Interpersonal skills
go to method of application »
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Requirements
Qualifications
- Grade 12, Matric (Essential)
- Relevant Degree (NQF 7) Business-related qualifications
Experience
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Process application form and engage with Financial Adviser /practice staff asap after receipt
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
Stakeholder Engagement
- Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Collaboration and Self-development
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
Business Efficiencies and Effectiveness
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Interacting with People
- Establishing Rapport
- Conveying Self-Confidence
- Showing Composure
- Thinking Positively
- Following Procedures
- Managing Tasks
- Upholding Standards
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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Requirements
- Matric.
- Related qualifications/Degree.
- 6-8 years' experience in the financial services industry.
Duties & Responsibilities
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
- Workflow management: Daily workflow management and effective resource planning. Problems identified & resolved. Service Level Agreements adherence and production statistics.
- Reporting: Deliver quality and meaningful reports on client service within agreed timeframes.Identify and report new trends in the market. Identification and reporting of system-related problems.Review performance target in line with business objectives and realities to ensure optimal performance is maintained.
- Customer engagement/retention: Engagement/retention of clients within current portfolio.
- External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
- Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
- Define service practices which build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Create a positive work climate and culture.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Effectively manage performance within the team in order to ensure business objectives areachieved.
- Encourage innovation, change agility and collaboration within the team.
- Implement sound financial controls and monitor and manage expenditure relative to budget.
- Take responsibility for the unlocking of operational efficiencies.
- Implement risk management, governance and compliance policies in own practice area.
- Manage governance and risk exposure liability.
Competencies
- Business acumen.
- Client commitment.
- Drive for results.
- Leads change and innovation.
- Collaboration.
- Impact and Influence.
- Self-awareness and insight.
- Diversity and inclusiveness.
Method of Application
Use the link(s) below to apply on company website.
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